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Biotech / Medical : VVUS: VIVUS INC. (NASDAQ) -- Ignore unavailable to you. Want to Upgrade?


To: DR. BOND who wrote (3113)12/8/1997 8:53:00 PM
From: Frostman  Read Replies (1) | Respond to of 23519
 
Hey Doc, This thing is going to get all the currently important pieces in place between now and the end of January: new plant on line, MCA approval, marketing campaign, and Q4 earnings report. Then, it is my belief that the stock will begin to reflect true future earning potential based on 4 real quarters, ramped-up production, and a world-marketing platform.

But, for the record, I miss the old VVUS I've been trading since May,
the stock that always rewarded the faithful. No, Doc, I'm not in love, I'm just confused. Being upside-down for more than a few days with this stock, and not understanding really why, frankly yanks my hooter, so to speak. But, that life in the big city. (GG)

Frostman



To: DR. BOND who wrote (3113)12/9/1997 9:31:00 AM
From: RT  Read Replies (4) | Respond to of 23519
 
<Another great day for Vivus! I feel like I've been to war and barely escaped with my life>.

DR. BOND,

Are we the only ones who recognize the true potential of this company? What appears to be happening is that the institutional buyers and money managers who can really drive this stock are taking a wait and see attitude on Vivus until it takes on the Viagara challenege.
However somewhere there lies a price point that dictates minimal downside risk. With est. 4Q earning and a PE of 18 on the near horizon that point has been reached. SO BUY, BUY, BUY..

RT

PS. Has the MCA inspection been completed?



To: DR. BOND who wrote (3113)12/10/1997 8:41:00 AM
From: Linda Kaplan  Read Replies (1) | Respond to of 23519
 
Dr. Bond,

I haven't been reading our thread and am just now reading the past few days. Having seen this note of yours I have to ask you: who in management lied to you when they said they saw no reason for the slide? Surely they were aware of such a serious shortfall two days ago?

Headline: Vivus Announces Production Shortfall

======================================================================
MENLO PARK, Calif.--(BUSINESS WIRE)--Dec. 10, 1997--VIVUS, Inc.
(NASDAQ:VVUS) today announced that the Company will be unable to meet
its production goals for the fourth quarter. This shortfall results
primarily from the Company's efforts to expand its production
capacity into its new 90,000 square foot plant. In an effort to
complete construction and focus on international and US regulatory
approvals for the new plant, VIVUS has shifted existing equipment and
personnel to the new facility. In addition, because the existing
manufacturing facility has run at full capacity since the product was
launched, VIVUS plans to suspend production from Christmas to New
Year's in order to complete needed maintenance. Because the Company
continues to be capacity constrained, the impact of these factors is
likely to result in approximately a 25% decrease in product revenues
for the fourth quarter as compared with the third quarter.
The Company anticipates that shipments from its new plant to
Europe and the United States will be delayed to the first and second
quarters of 1998, respectively. Such shipments will be dependent
upon obtaining the required regulatory approvals. Until that time,
the Company will continue to be capacity constrained.
Founded in 1991, VIVUS, Inc. is a leader in the development of
advanced therapeutic systems for the treatment of erectile
dysfunction, commonly referred to as impotence. VIVUS has pioneered
a novel therapy for erectile dysfunction known as the transurethral
system for erection. This therapy consists of a proprietary,
non-invasive drug delivery system that delivers pharmacologic agents
via the urethra.
Note to Editors and Investors: Additional written materials,
recent releases and Company information are available through a
variety of sources, including the VIVUS home page (www.vivus.com) and
the VIVUS Fax-On-Demand Service (1-888-329-5719).

CONTACT: Vivus, Inc.
Nina W. Ferrari, 650/325-5511 (Investor Relations)
David Yntema, 650/325-5511 (CFO)

KEYWORD: CALIFORNIA
INDUSTRY KEYWORD: BIOTECHNOLOGY MEDICINE PHARMACEUTICAL
URL: IR@VIVUS.com

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